The Promote area is where you will find assets to share with your clients to ignite interest and start a conversation with clients and prospects.
These assets are easily shareable items that advisors cast out (via Social Media, email or text) to ignite interest in product and they should be consumer-focused. Types of assets include:
Image Gallery, Instagram Feed, Social Media-friendly Videos, Fun Fact Sheets, Special Offers for Consumers, Listicles, Did You Know? flyers, Consumer-focused collateral like promotional guides/flyers/itineraries, PR items like new product or events.
Links to client social networks are always included at top of tab.
